Ladenburg Aggressive Growth Fund Class I (LAGIX)

LAGIX Holdings Information

LAGIX is a mutual fund with a total of 12 individual holdings.

• Total Holdings: 12
• Top 10 Percentage: 98.15%
• Asset Class: Equity
• Fund Category: Allocation--85%+ Equity
• Assets: 63.93M
• Forward PE Ratio: 17.72

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	SCHV	Schwab U.S. Large-Cap Value ETF	26.76%	592,848
2	SCHG	Schwab U.S. Large-Cap Growth ETF	23.41%	470,850
3	WTV	WisdomTree US Value Fund of Benef Interest	10.97%	77,156
4	IWP	iShares Russell Mid-Cap Growth ETF	8.75%	41,924
5	AVUV	Avantis U.S. Small Cap Value ETF	8.16%	52,476
6	XSMO	Invesco S&P SmallCap Momentum ETF	6.86%	62,480
7	FENI	Fidelity Enhanced International ETF	5.01%	89,827
8	FGXXX	First American Government Obligations Fund	3.36%	2,201,998
9	HELO	JPMorgan Hedged Equity Laddered Overlay ETF	2.93%	28,966
10	BIV	Vanguard Intermediate-Term Bond ETF	1.94%	16,336
11	GTO	Invesco Total Return Bond ETF	1.91%	26,412
12	n/a	Cash	-0.06%	n/a